VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $794,719 | -9.0% | 14,849 | -4.6% | 0.02% | -8.3% |
Q2 2023 | $873,334 | -6.4% | 15,573 | -7.8% | 0.02% | -14.3% |
Q1 2023 | $932,884 | +15.4% | 16,897 | +8.1% | 0.03% | -6.7% |
Q4 2022 | $808,125 | +9.4% | 15,625 | +9.2% | 0.03% | -3.2% |
Q2 2022 | $739,000 | -32.4% | 14,311 | -21.8% | 0.03% | -20.5% |
Q1 2022 | $1,094,000 | -15.8% | 18,311 | -10.4% | 0.04% | -17.0% |
Q4 2021 | $1,299,000 | +41.8% | 20,436 | +41.2% | 0.05% | +30.6% |
Q3 2021 | $916,000 | -6.2% | 14,477 | -2.7% | 0.04% | -10.0% |
Q2 2021 | $977,000 | +7.6% | 14,875 | +2.7% | 0.04% | -7.0% |
Q1 2021 | $908,000 | +4.2% | 14,477 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $871,000 | +33.8% | 14,477 | +16.0% | 0.04% | +16.2% |
Q3 2020 | $651,000 | +6.0% | 12,477 | -0.0% | 0.04% | 0.0% |
Q2 2020 | $614,000 | – | 12,480 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 733,836 | $37,873,000 | 50.94% |
OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |